PARWX Mutual Fund

NAV$66.19

Returns Overview

1 Month
+3.90%
3 Months
+17.86%
6 Months
+16.02%
YTD
+14.97%
1 Year
+31.40%
3 Years (annualized)
+18.87%
5 Years (annualized)
+9.14%
10 Years (annualized)
+15.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PARWX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.97%
Peer Avg (YTD)
+9.49%
vs Peers
+5.48%

PARWX Mutual Fund Performance

PARWX performance across multiple time periods: 1-month 3.90%, YTD 14.97%, 1-year 31.40%, 3-year 18.87%, 5-year 9.14%, 10-year 15.14%.

PARWX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

PARWX performance comparison shows side-by-side returns with another fund. PARWX alternatives are available in the Mutual Fund Screener.